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nabtrade: account choices, Australian and global dealing, cash, options and lending

Australian securities, AUD-funded and multi-currency international accounts, current brokerage and cash rates, options permissions, settlement, custody, transfers, support and separate NAB investment lending.

By FXBrokers.ai ResearchOperating status: ActiveSources checked Published Updated
Profile scope

Australian retail securities service; prices checked 11 October 2026. Brokerage is A$ and GST-inclusive unless another currency or tax basis is shown. Full licence and entity details appear with the company section.

  • Cash-settled Australian brokerage starts at A$9.95; an eligible ordinary NAB-bank settlement account has a different tariff.
  • AUD-funded international dealing and the Multi Currency Facility use different fee currencies and schedules.
  • International access requires exclusively Australian tax residence for account holders and associated parties; UK ETFs are excluded.
  • The cash products are NAB deposits; international securities use a custody chain. Options and investment borrowing require separate approval.

Accounts & headline costs

Sections ↑

nabtrade combines Australian securities dealing with two ways to settle international shares. The brokerage service is provided by WealthHub Securities; NAB supplies the associated cash products and foreign exchange. This profile covers Australian retail applicants and published terms checked on 11 October 2026.[6][41]

Account comparison01

The main trading and settlement choices

The main trading and settlement choices
FeatureDomestic tradingInternational: AUD-fundedInternational: Multi Currency Facility
SettlementLinked nabtrade Cash Account or approved alternativeConversion from AUD for executed tradesHold USD, GBP, EUR and HKD for local-currency settlementSource 6Source 15
HoldingsAustralian securitiesCustodial overseas securitiesCustodial overseas securities; separate enabled accountSource 25Source 38
OpeningIncluded in the account bundleIncluded, but tax verification required before activationApply separately under ProductsSource 6Source 15
Base account chargeNo monthly base-account feeNo monthly base-account feeNo minimum currency balanceSource 5Source 15
Pricing & charges02

Australian online brokerage with nabtrade Cash Account settlement

Australian online brokerage with nabtrade Cash Account settlement
Order considerationBrokerage per transaction
Up to A$1,000A$9.95Source 1
A$1,000.01–5,000A$14.95Source 1
A$5,000.01–20,000A$19.95Source 1
Above A$20,0000.11%Source 1
Account comparison03

Ownership structures and minimum dealing requirements

Ownership structures and minimum dealing requirements
ChoicePractical requirement
Individual / jointAdult applicants; Australian tax residence and Australian mobile numberSource 7
Company / organisationApplication by a director; ownership and connected-party checksSource 7
Trust / SMSFTrustees and trust documentation; international eligibility applies to associated parties tooSource 8Source 12
Minor designationAdult individual/joint account first; add the child’s name as CHESS designationSource 9
First ASX purchaseAt least A$500 in the company, before brokerageSource 24
Overseas minimumNo published minimum value on US, London or Xetra markets; Hong Kong uses board lotsSource 24

International acceptance is narrower than ordinary domestic-account eligibility: all holders and associated parties must be Australian tax residents only. Account holders must live in Australia with Australian residential and mailing addresses. This restriction also matters for a company or trust with overseas-connected directors, beneficiaries or controlling persons.[12]

View full spreads & trading costs

Products & platforms

Sections ↑
Reference table04

Investments available through the service

Investments available through the service
Product familyAccess and distinction
Domestic shares and ETFsAustralian exchange-traded securities; underlying security ownershipSource 25
Warrants and listed interest-rate securitiesProduct-specific issuer terms; a warrant is not an ordinary shareSource 25
mFunds — closed serviceLegacy FAQ references are obsolete: ASX set the managed-fund settlement cut-off at end of day 29 May 2026. Contact the fund manager for remaining holdings.Source 55
Exchange Traded OptionsSeparate options permissions and collateral requirementsSource 32
International sharesUS, UK, Germany and Hong KongSource 13
International ETFsSelected ETFs; the broker specifically excludes UK ETFsSource 25

Platform access and research

Platforms & products05

Interfaces and functions

Interfaces and functions
InterfaceUseful capabilitiesScope
WebOrder entry, holdings, watchlists, market overview and reportsThe former platform has been retired; existing login remainsSource 44
Mobile appPortfolio monitoring, trading and cash transfersDedicated iOS and Android distributionSource 53
IRESS ViewPointCustomisable workspaces, depth, floating order pads and technical chartsBrowser-based; no Java plugin; subscription/qualification belowSource 45
Reference table06

Data and account reporting

Data and account reporting
ItemPublished treatment
Australian pricesReal-time or real-time streaming, according to the serviceSource 44
International pricesAt least 15 minutes delayed or delayed-streaming; displayed in market currencySource 44
Account reportsHoldings, transactions and Total Wealth reportingSource 15
Research sourcesThe site guide lists NAB/nabtrade, Morningstar, Livewire and FirstlinksSource 44
Pricing & charges07

Optional service tiers

Optional service tiers
ServiceQualification or monthly cost
PlatinumFour completed paid orders/month, A$250,000 CHESS holdings, A$250,000 drawn NAB margin loan, or A$25,000 in nabtrade cash products; otherwise A$19.95Source 3
Platinum + IRESS ViewPointFive completed paid orders/month; otherwise A$59.95Source 3
Counting an orderA buy/sell confirmation with positive brokerage; a submitted but unexecuted order does not qualifySource 3
Morningstar PremiumA$35 monthly additional research subscriptionSource 1

Fees & holding costs

Sections ↑

Settlement choice changes the dealing tariff

Pricing & charges08

Eligible ordinary NAB bank account: alternative settlement pricing

Eligible ordinary NAB bank account: alternative settlement pricing
Online considerationDomestic and AUD-funded international brokerage
Up to A$5,000A$19.95Source 2
A$5,000.01–20,000A$24.95Source 2
Above A$20,0000.19%Source 2
Pricing & charges09

Telephone dealing and AUD-funded international conversion

Telephone dealing and AUD-funded international conversion
ChargeBasis
Share dealing by telephoneGreater of A$59.95 or 0.55% per transactionSource 1
International custodyNo custody fee advertisedSource 1
AUD-funded FX marginPublished conversion spread 0.50%–0.80% of transaction valueSource 1
Buy-order reserveAdditional 1.5% FX buffer; excess is released after executionSource 1

For AUD-funded trades, the rate shown when the order is entered is an estimate. NAB books the matching foreign exchange transaction after execution, with settlement aligned to the security trade. The buffer is reserved buying power, distinct from the disclosed FX spread. The Multi Currency Facility instead lets the investor choose when to convert.[41]

Pricing & charges10

Multi-currency online brokerage: USD, GBP and EUR

Multi-currency online brokerage: USD, GBP and EUR
Local trade valueUS securities: USDUK securities: GBPGerman securities: EUR
Up to 1,000 local unitsUS$9.95£9.95€9.95Source 16
1,000.01–5,000US$14.95£14.95€14.95Source 16
5,000.01–20,000US$19.95£19.95€19.95Source 16
Above 20,0000.11%0.13%0.13%Source 16
Pricing & charges11

Multi-currency Hong Kong and telephone charges

Multi-currency Hong Kong and telephone charges
Service / HKD considerationBrokerage
Hong Kong online: up to HK$5,000HK$99.95Source 16
HK$5,000.01–25,000HK$150Source 16
HK$25,000.01–120,000HK$200Source 16
Above HK$120,0000.17%Source 16
Telephone: USD / GBP / EURGreater of 59.95 local currency units or 0.55%Source 16
Telephone: Hong KongGreater of HK$599.95 or 0.55%Source 16
Pricing & charges12

Exchange charges: independently checked differences

Exchange charges: independently checked differences
Market / chargeAuthority’s current basisHow to interpret nabtrade’s page
US covered salesSection 31 rate US$20.60 per US$1m from 4 April 2026An SRO assessment; broker pass-through and rounding depend on the confirmation. Old nabtrade percentages conflict.Source 56
Hong Kong SFC / AFRC levies0.0027% / 0.00015% per sideThe AFRC component is absent from the broker’s abbreviated table.Source 57
Hong Kong trading fee0.00565% per sideThe broker still displays the superseded 0.005%.Source 57
Hong Kong share stamp duty0.1% per side, rounded upward to the next HK dollar; exemptions applyDistinct from brokerage and exchange fees.Source 57
UK purchases0.5% stamp duty may applyInstrument exemptions and other market charges may affect the final confirmation.Source 13

The FSG permits an FX spread of up to 3% for forward or spot conversions. This broader contractual ceiling is distinct from the advertised 0.50%–0.80% international-trade range; inspect the actual MCF conversion quote rather than assuming the narrower range applies universally.[2]

Cash interest and borrowing

Pricing & charges13

Cash Account: variable published rates from 9 October 2026

Cash Account: variable published rates from 9 October 2026
Balance bandAnnual rate
A$0–99,999.990.50%Source 1
A$100,000–249,999.990.85%Source 1
A$250,000–999,999.991.35%Source 1
A$1m or more1.95%Source 1
Pricing & charges14

High Interest Account: separate savings balance

High Interest Account: separate savings balance
ConditionPublished treatment
Balance up to A$1m4.75% p.a. variable from 9 October 2026Source 40
Balance above A$1m4.60% p.a. variable on the entire balanceSource 40
Opening and maintenanceLinked trading/Cash Account required; no minimum balance or ongoing feeSource 40
AvailabilityInstant transfer to the Cash Account before funding tradesSource 40
Pricing & charges15

NAB Margin Loan interest: schedule effective 1 June 2026

NAB Margin Loan interest: schedule effective 1 June 2026
Loan balanceVariable p.a.1-year fixed: annual advance1-year fixed: monthly arrears
Below A$250,0009.00%9.10%9.17%Source 51
A$250,000–<500,0008.75%8.90%8.97%Source 51
A$500,000–<1m8.65%8.70%8.77%Source 51
A$1m and above8.50%8.50%8.57%Source 51
Pricing & charges16

Options brokerage and exercise charges

Options brokerage and exercise charges
TransactionBroker charge
Online ETO premium up to A$10,000A$34.95Source 14
Online premium above A$10,0000.35% of premium considerationSource 14
ETO telephoneGreater of A$49.95 or 0.55%Source 14
Underlying equity after exercise/assignmentGreater of A$59.95 or 0.11%Source 1
Pricing & charges17

Transfers, failures and administrative charges

Transfers, failures and administrative charges
EventPublished charge
Off-market transferA$55 per holdingSource 2
Issuer-sponsored saleGreater of A$59.95 or 0.11%, plus A$11 administrationSource 2
Buy settlement failureA$100 per day plus GST and applicable default chargesSource 2
Sell settlement failureUp to and including A$100,000: A$100 + GST; above: 0.10% + GSTSource 2
RebookingA$55Source 2
CHESS reprint / SRN enquiryA$16.50Source 2
Posted or reissued confirmationA$3.85; email delivery freeSource 2

Execution & trading rules

Sections ↑
Reference table18

Ordinary order handling

Ordinary order handling
InstructionResult
At market: purchaseSent as market-to-limit at the lowest offerSource 30
At market: saleSent as market-to-limit at the highest bidSource 30
Insufficient quantity at that priceRemaining quantity rests at its limit; it does not automatically sweep every priceSource 30
Order completionMonitor any partial remainder and amend or cancel deliberatelySource 30
Reference table19

Duration and Hong Kong quantity rules

Duration and Hong Kong quantity rules
RulePractical effect
Domestic defaultGood Till Cancelled, subject to exchange purgesSource 27
International defaultGood For DaySource 27
Good Till DateExpires on the selected date; day orders placed after close run to the next trading daySource 27
Hong Kong quantityMust be a multiple of the security’s board lot; value orders round down to a valid lotSource 31
Reference table20

Conditional orders are instructions to submit an order

Conditional orders are instructions to submit an order
StageOperating limit
TriggerTake Profit or Stop Loss condition activates an order submissionSource 29
Funding / holdingsMust still be sufficient when the trigger firesSource 29
ExecutionNo guaranteed placement, full fill or execution priceSource 29
Possible rejection or delayHalts, liquidity shortages, price-distance rules and market disruptions remain relevantSource 29
Reference table21

Domestic best-execution policy

Domestic best-execution policy
TopicDocumented handling
Retail objectiveBest total consideration; wholesale orders are also treated as retail for this policySource 43
VenuesASX TradeMatch, ASX CentrePoint and TMX Australia Exchange (formerly Cboe Australia)Source 43Source 58
Passive limitsNon-crossing limits and unfilled balances generally rest on ASX TradeMatchSource 43
Manual handlingSpecific instructions, failed filters or automated-system unavailability can require manual routingSource 43
International boundaryThis domestic best-execution policy does not apply to the Global Market Trading serviceSource 43

Options permission and margin obligations

Reference table22

Activating domestic options

Activating domestic options
StepRequirement
Knowledge assessmentAchieve 100% on the ETO questionnaireSource 32
Account consentEvery holder approves options accessSource 32
Collateral authorityAll holders sign the original Collateral Cover Authorisation; post it to nabtradeSource 32
Document channelScanned, emailed and faxed copies of this collateral form are not acceptedSource 32
Reference table23

Options positions and shortfalls

Options positions and shortfalls
Position / eventConsequence
Purchased optionsPremium and charges can be lost; exercise creates a separate underlying settlement obligationSource 39
Written optionsLosses can exceed premium received; uncovered calls can have unlimited lossSource 39
CollateralASX Clear calculates margins daily and may call intraday; eligible shares or cash may be requiredSource 39
Failure to meet a callThe broker may close positions; resulting losses remain payableSource 39
Strategy accessAssigned trading level determines permitted strategies; LEPOs are not offeredSource 39
Reference table24

Margin-loan operating conditions

Margin-loan operating conditions
FeaturePractical consequence
Borrowing baseLoan is secured by approved shares/funds or cash, with security-specific lending valuesSource 42
Market declineReduced collateral value can trigger a request for cash or further securitySource 42
Unmet requirementThe lender can sell assets to restore the positionSource 42
Third-party margin lenderTelephone dealing only; standard phone brokerage plus A$11 administration per tradeSource 1

Deposits, withdrawals & transfers

Sections ↑
Reference table25

Funding the Australian-dollar cash account

Funding the Australian-dollar cash account
RouteAvailability / restriction
Pull from a linked NAB accountImmediately available when initiated inside nabtradeSource 19
Bank transfer to BSB/accountNAB or another institution; usually available the next day, potentially laterSource 19
BPAY depositSupported inward; obtain the account-specific reference inside nabtradeSource 19
Outgoing transferElectronic Funds Transfer only; outgoing BPAY and Direct Debit are unsupportedSource 19
Receipt cut-offReceived by 4pm AEST on a banking day: generally credited that day; later receipts usually next banking daySource 20
Reference table26

Transfer limits and authentication

Transfer limits and authentication
Destination / channelLimit or control
Linked nabtrade or NAB accountNo transfer limit; linked transfers are immediateSource 22Source 19
External bank onlineA$20,000 per daySource 22Source 19
External bank by telephoneUp to A$100,000; larger amounts require specific arrangementsSource 22
External transfer verificationSecurity code sent to the registered mobile numberSource 19
Reference table27

Settlement timing and usable proceeds

Settlement timing and usable proceeds
Market / amountTreatment
Australian sharesNormally trade date plus two business daysSource 21
US securitiesNormally trade date plus one business daySource 21
UK, Germany and Hong KongNormally trade date plus two business daysSource 21
Available to tradeCash plus eligible unsettled sales, less unsettled purchases and open buy ordersSource 21
Cross-market purchaseSale must settle no later than the new purchase; an Australian sale cannot automatically fund a same-day US buySource 21
Available to withdrawTrading buying power is not a promise of cleared cash ready for withdrawalSource 26

For AUD-funded international sales, availability can depend on the corresponding currency transaction, which may be booked after the security fills. The broker says this commonly happens before 9am AEST on the next business morning. This timing does not override settlement-date matching or establish a guaranteed withdrawal arrival time.[28]

Reference table28

Multi-currency cash and transfer constraints

Multi-currency cash and transfer constraints
FunctionCondition
Conversion hoursUnavailable weekends and Monday–Friday 06:00–09:30 AEST/AEDT; currency holidays can prevent a quoteSource 15
Quote validity60 seconds to accept a displayed conversion quoteSource 15
External currency transfersCannot send or receive funds directly to/from outside currency accountsSource 15
PurposeFor international securities settlement; not an everyday foreign-currency bank account or standalone FX trading platformSource 15
Reference table29

Moving existing securities

Moving existing securities
Transfer typeRequired action
Another broker to nabtradeGenerate the broker-to-broker form, sign and return it; online generation alone does not initiate the transferSource 35
Issuer-sponsored to CHESSRegistration name/address must match; all holders consent and no open orders may remain in those sharesSource 36
AUD-funded international to MCFUse the international transfer form; entire quantity of each security, same legal account owner and no unsettled activitySource 15
Off-market ownership changeSeparate transfer process and charge; it is not the same as moving a matching registrationSource 18

Protection & regulation

Sections ↑
Protections & eligibility30

What is held where

What is held where
AssetLegal arrangement and boundary
Australian CHESS holdingsSponsored registration through WealthHub; shareholder rights are different from overseas pooled custodySource 36
International securitiesBeneficial ownership remains with the customer; legal title can sit with custodian/sub-custodian/sub-sub-custodianSource 38
Named international sub-custodianThe Client Agreement identifies HSBC Bank Australia LimitedSource 38
Overseas intermediariesForeign law can alter treatment following an intermediary failureSource 38
NAB Cash / High Interest AccountsNAB-issued deposits; aggregate with other eligible NAB deposits for FCS purposesSource 33

Australia’s Financial Claims Scheme protects eligible deposits up to A$250,000 per account holder per authorised deposit-taking institution, subject to its activation and eligibility rules. It does not insure the market value of shares or options. A high-interest account is not a second protection allowance separate from other NAB deposits.[59]

Protections & eligibility31

Permissions and practical protection limits

Permissions and practical protection limits
TopicMeaning
Broker and bank are separateNAB ownership does not make every WealthHub obligation a bank-guaranteed liabilitySource 38
Foreign-currency custody balanceDo not treat the Multi Currency Facility as an ordinary NAB Cash Account depositSource 38
Options collateralEncumbered assets secure derivatives obligations and may be realised following defaultSource 39
ResearchProvider-model quantitative recommendations; the research policy is not a personal suitability assessmentSource 50

Opening an account & support

Sections ↑
Reference table32

Opening and verification workflow

Opening and verification workflow
ApplicantEvidence / process
Existing NAB individualHave the NAB identifier available; same-day establishment is a broker expectation, not a tested guaranteeSource 4
New NAB relationshipIdentity evidence such as passport and driver licence; verification before openingSource 4Source 8
Joint holdersEach holder supplies contact and identity informationSource 8
TrustTrust deed and amendments, establishment date, relevant ABN/ACN and details of trustees/directorsSource 8
Multi-party structureDedicated online joint/company/trust/SMSF application; specialist PDF forms also availableSource 18
Reference table33

International tax documentation

International tax documentation
AccountRequirement / distinction
Individuals / joint holdersAustralian passport or driver licence and current tax informationSource 12
Companies / trusts / SMSFsTreaty statement and required entity tax details before activationSource 15
W-8BENnabtrade says its qualified-intermediary registration information replaces an individual W-8BEN for this serviceSource 10
Tax informationThe QI process is withholding administration; it does not remove the investor’s reporting obligationsSource 10

Official customer and account support

International-access telephoneTelephone
+61 3 8903 9991Source 17

Scope General support; Australian domestic number 13 13 80

Hours Monday–Friday 08:00–18:00 AEST/AEDT

Customer enquiriesEmail
[email protected]Source 17

Scope General enquiries

Completed formsEmail
[email protected]Source 17Source 32

Scope Account forms; the ETO collateral original must instead be posted

International administrationEmail
[email protected]Source 13

Scope International eligibility and treaty documentation

Contact and accessibilityWebsite
https://www.nabtrade.com.au/support/contact-usSource 17

Scope Interpreter assistance, National Relay Service and NAB secure messaging

Reference table34

Complaints and accessible service

Complaints and accessible service
RoutePurpose
Internal complaintStart with nabtrade support; written escalation to Complaints Manager, GPO Box 4545, Melbourne VIC 3001Source 2
External dispute resolutionThe disclosure documents name the Australian Financial Complaints Authority (AFCA) for unresolved complaintsSource 49
Interpreter / relayInterpreter on request; relay callers can give the domestic nabtrade number to the operatorSource 17

Additional services

Sections ↑
Reference table35

Dividend cash, reinvestment and automatic sweeps

Dividend cash, reinvestment and automatic sweeps
ServiceOperating detail
Dividend CreditingRedirects eligible domestic dividends to the nominated cash accountSource 37
Existing DRPDividend Crediting does not override a dividend reinvestment planSource 37
Dividend receiptThe FAQ indicates payment may appear the business processing day after the issuer’s payment dateSource 37
Cash sweepSet retained cash minimum, frequency and start/end dates when sweeping to the High Interest AccountSource 23
Reference table36

SMSF setup and administration pathway

SMSF setup and administration pathway
StageService
ProviderHeffron SMSF Solutions supports establishment and ongoing administrationSource 11
Initial informationProposed fund name, trustee identity/tax details and trustee structureSource 11
EstablishmentHeffron sends documents, arranges ATO registration and supplies completed fund detailsSource 46
ActivationOpen the fund’s banking/trading accounts, then arrange rollovers and contributionsSource 46
Cash hubThe establishment pathway identifies NAB Cash Manager; this is distinct from the nabtrade High Interest AccountSource 11
Reference table37

Separate NAB investment lending products

Separate NAB investment lending products
FacilityDifference from ordinary share dealing
NAB Margin LoanRevolving investment borrowing secured against approved assets; margin-call exposureSource 42
NAB Equity BuilderPrincipal-and-interest investment loan; advertised as having no margin calls, with scheduled repaymentsSource 52
Equity Builder minimum / termAdvertised borrowing from A$20,000 and terms of 3–10 years; approved investments and credit assessment applySource 52
Equity Builder rates / defaultStandard 10.00% p.a. variable; advertised 2-point discount gives 8.00% from 1 June 2026. Missed repayments can still cause asset sales.Source 52
NAB Super LeverSeparate investment lending product for SMSFs; requires its own disclosure and approvalSource 42
Reference table38

Delegated access and mobile controls

Delegated access and mobile controls
ControlScope
Authorised personAll holders and the delegate sign the form; the delegate completes identity verificationSource 34
Authority limitDomestic trading only; cannot transact on cash or international accountsSource 34
New mobile deviceRegistered account and SMS passcode required; setup includes a four-digit code and optional biometricsSource 47

Company background & evidence

Sections ↑

The Australian Business Register records WealthHub Securities Limited as an active Australian public company. The regulator’s July 2026 statement separately identifies WealthHub as NAB-owned and an ASX/Cboe market participant providing execution, clearing and settlement through nabtrade and JBWere. Company registration and market participation answer different questions from the detailed scope of an AFS licence.[61][60]

Reference table39

Regulatory event and evidence status

Regulatory event and evidence status
IssueEstablished finding / limit
July 2026 MDP actionASIC reported an A$1.055m infringement penalty relating to more than 9.5m reporting failures over 2014–2024Source 60
Failure describedMissing/incorrect Intermediary IDs and inadequate organisational/technical resourcesSource 60
OutcomeFine paid; compliance with the infringement notice was not an admission of guilt or liabilitySource 60
Review methodPublished documents reviewed; no account, execution-speed, withdrawal or support-response test was conductedSource 17Source 43
The companies behind the brand

Legal entities & licences

These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.

WealthHub Securities Limited

AustraliaSource 2

Licences and regulatory records for WealthHub Securities Limited
Issuer & identifierRecorded statusDate & scope
Australian Securities and Investments Commission230704Not verifiedChecked 11 Oct 2026AFSL number disclosed by the provider; current ASIC licence-register status not independently retrieved in the 11 October 2026 review.Source 2

National Australia Bank Limited

AustraliaSource 38

Licences and regulatory records for National Australia Bank Limited
Issuer & identifierRecorded statusDate & scope
Australian Securities and Investments Commission230686Not verifiedChecked 11 Oct 2026Provider-disclosed AFSL; issuer of the cash products and foreign exchange transactions. Not the legal provider of the brokerage service.Source 38

WealthHub Securities Nominees Limited

AustraliaSource 2

No separate licence entry is recorded in this panel.

Additional Information

Sections ↑
Specialist account maintenance
Reference table40

Minor accounts and delegated administration

Minor accounts and delegated administration
SituationSpecific restriction
Minor-designated accountOpen the adult individual/joint account before requesting the additional designated domestic accountSource 9
International duplicationOnly one international/MCF facility per account; an existing adult-name facility can prevent another minor-designated oneSource 9
International corporate actionsElections are handled by nabtrade; MCF cash proceeds are credited in the security’s currencySource 54
Reference table41

Closing a profile completely

Closing a profile completely
TaskReason
Cancel orders and resolve holdingsOutstanding trades or sponsored holdings need handling before closureSource 48
Withdraw cashRemove cash from the relevant Cash and High Interest AccountsSource 48
Retain recordsDownload cash statements, trade confirmations and Total Wealth reportsSource 48
Written closure requestFollow the provider’s closure process for each account/sub-accountSource 48
Follow the evidence

Sources & further reading

  1. Opening a nabtrade account nabtrade · Accessed 11 Oct 2026
  2. Base account monthly-fee policy nabtrade · Accessed 11 Oct 2026
  3. Qualified-intermediary treatment and W-8BEN nabtrade · Accessed 11 Oct 2026
  4. SMSF establishment through Heffron nabtrade · Accessed 11 Oct 2026
  5. Application and account-administration forms nabtrade · Accessed 11 Oct 2026
  6. Cash funding and outgoing-payment methods nabtrade · Accessed 11 Oct 2026
  7. Cash receipt cut-off and crediting nabtrade · Accessed 11 Oct 2026
  8. High Interest Account automatic sweep nabtrade · Accessed 11 Oct 2026
  9. Products offered and UK ETF exclusion nabtrade · Accessed 11 Oct 2026
  10. Market-specific settlement timetable nabtrade · Accessed 11 Oct 2026
  11. Hong Kong board-lot requirements nabtrade · Accessed 11 Oct 2026
  12. Broker-sponsored securities transfer process nabtrade · Accessed 11 Oct 2026
  13. Client Agreement, prepared 29 May 2025 nabtrade · Accessed 11 Oct 2026
  14. IRESS ViewPoint functions and web access nabtrade · Accessed 11 Oct 2026
  15. nabtrade mobile application nabtrade · Accessed 11 Oct 2026
  16. Section 31 transaction fee advisory for fiscal year 2026 US Securities and Exchange Commission · 27 Feb 2026 · Accessed 11 Oct 2026
  17. Hong Kong securities transaction fees and levies Hong Kong Exchanges and Clearing · Accessed 11 Oct 2026
  18. Licensed domestic financial markets operating in Australia Australian Securities and Investments Commission · Accessed 11 Oct 2026
  19. Financial Claims Scheme overview Australian Prudential Regulation Authority · Accessed 11 Oct 2026
  20. NAB’s WealthHub fined over A$1 million for reporting failures Australian Securities and Investments Commission · 15 Jul 2026 · Accessed 11 Oct 2026
  21. Current ABN details for WealthHub Securities Limited Australian Business Register · Accessed 11 Oct 2026

This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.

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